About the smallcase

A simple, low-cost strategy is to allocate 60% of the portfolio to equities and 40% to bonds.


The equity part of the portfolio is divided equally into large-caps and mid-caps. This is to provide a solid base with large caps to the portfolio but also provide an avenue for outperformance with mid-caps over the long run.


The bond allocation helps with managing market volatility and providing stability to the portfolio.

Past Performance vs 

Equity Large Cap

1m6m1ymaxSIP
Current value of ₹ 100 invested once
at launch

Jul 10, 2020

would be
Static Allocation
₹ 142.29
Equity Large Cap
₹ 149.38
Oct2021AprJulOct2022Apr100110120130140150160

Note: All performance graphs & numbers are calculated using only the live data and includes rebalances. Past performance doesn't include cost or guarantee future returns.